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Over 223 reviews for
Farmington Hills Financial Advisors from people just like you.

A
"
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

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Financial Advising reviews in Farmington Hills

A

Rating
Farmington Hills Financial Advisors Provider Name Locked
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used
Farmington Hills Financial Advisors Provider Name Locked
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
Farmington Hills Financial Advisors Provider Name Locked
.
- William D.
A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Farmington Hills Financial Advisors Provider Name Locked
on
Farmington Hills Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Farmington Hills Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Farmington Hills Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Farmington Hills Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Farmington Hills Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Farmington Hills Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Farmington Hills Financial Advisors Provider Name Locked
, is very warm and professional.

Farmington Hills Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Farmington Hills Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.

Financial Advisors in Farmington Hills, MI

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

AAA - Allen Park

3177 Fairlane Dr
Allen Park

AAA - Detroit W

7910 W Outer Dr
Detroit

AAA - Downriver (Wyandotte)

2903 Fort St
Wyandotte

AAA Insurance

41830 Garfield Road
Clinton Township

Affable Debt Consolidation

615 Woodward Avenue

AFS Taxsavers Inc

37895 Ann Arbor Rd
Livonia

Allegiant Group Inc

189 W Clarkston Rd
Lake Orion

Allsup Inc

300 Allsup Pl

AMERIPRISE FINANCIAL

31555 W FOURTEEN MILE RD
Farmington

AMG Legacy Planning

10100 W Sample Rd

Bailey's Bookkeeping Service LLC

3069 Carpenter Rd
Ypsilanti

Best Choice Business

27406 Sutherland St
Southfield

Boardthieves

22 Allison St
Pontiac

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brass Ring Wealth Management

7300 Dixie Hwy
Clarkston

BRENDA W SMITH & COMPANY

56330 GRAND RIVER AVE
New Hudson

Calvert Planning Corp

77 E Long Lake Rd
Bloomfield Hills

Cambridge Investors

3001 W. Big Beaver Road
Troy

Cardinal Advisors

117 Edinburgh South Drive Suite 280

choice Debt Consolidation

34776 Van Dyke Ave

Clear Strategy

3471 E Grand River Ave
Howell

Common Cents PC

8845 Ellis Rd
Clarkston

Credibly

1250 Kirts Blvd Suite 100
Troy

Credit Repair Detroit

1000 Woodward Ave

CVI Express Docs

24450 Evergreen St.
Southfield

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Doyle & Associates PLLC

41800 W 11 Mile Rd
Novi

Dunlap Wealth Management Group

14074 Trade Center Dr

Elite Inventory, LLC

6219 Pinewood Drive
Clarkston

Ensurance Plus

PO BOX 2001
Southfield

FIFTH THIRD BANK

7500 E MI SR 36
Hamburg

Foresight Capital Management Advisors Inc

1705 Woodland Drive E
Saline

Franskoviak & Company P.C.

667 E Big Beaver Rd, Suite # 107
Troy

Freyman CPA, P.C.

40 Exchange Place

GBG

PO Box 2238

Great Lakes Mortgage Brokers, LLC

18877 W 10 Mile Road
Southfield

H&B Financial Group, Inc.

24255 W 13 Mile Rd
Franklin

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Health Benefits USA

3896 Broken Oak
White Lake

HIA Financial

111 N Wing St
Northville

iBank

3090F Pullman St

Internal Tax Resolution of Michigan

39555 Orchard Hill Place, Suite # 600
Novi

IRS Tax Help Team

1201 S Beach Blvd

Janz & Knight

300 E Long Lake Road
Bloomfield Hills

John Potrzuski and Associates, LLC

47251 Josephine Ct
Shelby Township

Kennedy Financial Group

201 W Big Beaver Rd
Troy

Lakeshore Accounting & Tax Services

16030 Michigan Ave Ste 2
Dearborn

Levanto Financial

5755 New King Dr
Troy

Lifetime Insurance Services

47630 Van Dyke Ave #226
Shelby Township

Lowell, Blake & Associates

141 Tremont Street

M. Turbow & Associates, L.L.C.

31275 Northwestern Hwy
Farmington Hills

Marchand & Co CPA's PC

2003 Southern Blvd SE

McDonald Retirement Services

2381 Fort Street
Wyandotte

McFawn Financial Services Group LLC

340 E Big Beaver Rd
Troy

McKim's IRS Tax Lawyers

114 East Washington Street
Ann Arbor

Money Source Center

1328 South Main Street
Ann Arbor

Mos Group

101 West Big Beaver Rd., Suite 1400
Troy

Mr. Check/ Credit plus llc

24735 Van Dyke Ave
Center Line

MRPR Group

28411 Northwestern Highway
Southfield

MRPR Group

28411 Northwestern Highway
Southfield

Park Avenue Wealth Management, LLC

39209 Six Mile Rd
Livonia

Primerica Financial Services

28221 Beck Rd
Wixom

RAA Financial Services

18282 Westchester
Livonia

RCR Development, LLC

PO Box 674
Keego Harbor

Reclaim Your Name FLT

19001 E. 8 Mile Road
Eastpointe

Romeo Accountants Inc

122 W Washington St
Romeo

S P Johnson Group

2025 Delaware Ave

Secure Retirement Quests

2000 Town Center
Southfield

Select Insurance Group

42199 Bradner Road
Northville

Smart Tax Professional Services - CPA Firm

29200 Southfield Road Suite 112
Southfield

State Farm - Doug Parrish

4211 Old Canton Center Road
Canton

streamline Debt Consolidation

streamline Debt Consolidation

Tandem Federal Credit Union

21043 Mound Rd
Warren

Tellis & Company PLLC

15 E. Kirby Street
Detroit

The Cameron Group of MI LLC

91 N Saginaw St
Pontiac

The JW Team at Royal Securities Co.

4095 Chicago Dr SW Ste 120
Grandville

The Motor City IRS Tax Experts

2760 East Jefferson Avenue
Detroit

The Mutual Fund Store

17915 Haggerty Road
Northville

The Mutual Fund Store

35744 Van Dyke Ave.
Sterling Heights

The Mutual Fund Store

2723 South State Street, Suite 150
Ann Arbor

The Ron Steffens Agency

50798 Romeo Plank Rd.
Macomb

The Rutan Group

21 Kercheval Ave
Grosse Pointe

tip top Debt Consolidation

322 South State Street

United Gold Direct

2945 Townsgate Road

Wm J. Cartwright, CPA

29193 Northwestern Hwy
Southfield

Wolf Tax Consultants

32440 Franklin Rd
Franklin

Yeo & Yeo CPAs & Business Consultants

455 E. Eisenhower Pkwy.
Ann Arbor

Yeo & Yeo CPAs & Business Consultants

691 N. Squirrel Rd.
Auburn Hills
Farmington Hills Zip Codes

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